US Asset Owner Client Service, Officer
Core
Point of contact for multiple client relationships in the US Asset Owners division, managing client activities, resolving inquiries, and overseeing service delivery performance.
Role type
Client Service Officer
Builds
Service delivery for external clients and internal service partners
Domain
Financial services / Asset Management
Deliverable
client delivery
Required skills
Strong communication, organizational skills, consultative mindset, strategic and analytical thinking, high responsiveness, cross-organizational collaboration, self-motivation, adaptability, multitasking
Preferred skills
Experience in financial services
Technologies
None stated
Responsibilities
Serve as day-to-day relationship lead for multiple clients; ensure timely resolution of client inquiries; liaise with COEs and shared service teams to resolve operational issues; facilitate communication across service partners and clients; work with shared services and outsource partners to ensure SLA compliance; participate in projects, governance, oversight activities, committees, and KPI reviews; keep senior management informed of service issues and business opportunities; compile client documentation, organize meetings, and prepare presentation materials; act as liaison between clients and internal departments for successful implementations.
Seniority
Mid-level (3-5 years experience)